Gary
Everhart

Thrivent Investment Management Inc

CRD#5902457
Investment Advisor
in Greensboro, NC

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About this Advisor

Gary Everhart is a financial advisor based in Greensboro, North Carolina, with a total of 2 years of relevant experience. Everhart works at Thrivent Investment Management Inc. Over the course of their career, they have held roles at Family Security Corporation Inc, Thrivent Investment Management Inc, Questar Capital Corporation and Thrivent Financial. Everhart holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Thrivent Investment Management Inc is a business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 employees. It manages $13 billion in total assets among its 40,990 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 40,990 accounts, just 13% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Thrivent Investment Management Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on the type of services. However, fee types billed by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2005 Boulevard St
Greensboro, NC 27407

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

NC Average: $5,289,111,388
Total Number of Employees

3,548

NC Average: 157
Total Number of Accounts

40,990

NC Average: 8,262
Average Account Size

$304,709

NC Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Gary Everhart Work History

Gary has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Thrivent Investment Management Inc

2015 - Present (9 years)

Thrivent Financial

2015 - 2015 (< 1 year)

Thrivent Financial

2014 - 2014 (< 1 year)

Questar Capital Corporation

1993 - 2015 (22 years)

Family Security Corporation Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Everhart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Paul Hawkins
Blue Springs, MO
Paul Gamache
Colorado Springs, CO
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI
Julie Pressnell
Tampa, FL
Tanya Dean
Mondovi, WI
Michael Guizzetti
Appleton, WI
Ryan Anderson
Sioux Falls, SD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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